We’ll help you transfer your assets effectively:

Work with attorneys and tax experts to protect your assets from probate and estate taxes

We can help you manage an inheritance:

Assemble and process life insurance and other account claims forms to get assets under your control

Develop investment plans for inherited funds

Let's start planning

Whether you want to create an estate or have received an inheritance, we can help you plan your next steps. Our CFS* team can help you execute a strategy that’s based on your needs and financial goals.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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